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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,614 | $85,790-93.5% | $67,313-91.7% | $135,380-95.9% |
| Participation rate | 93.3% | 76.5%+16.9pp | 69.1%+24.3pp | 82.6%+10.7pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,257 | $3,487-64.0% | $2,566-51.0% | $4,779-73.7% |
| Participant deferral / active EE | $4,413 | $4,651-5.1% | $3,568+23.7% | $5,609-21.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |